Josh Collis Email

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Chartered Financial Planner @ (September 2025 - Present)
Financial Planner @ (September 2023 - September 2025)
Chartered Financial Planner @ (September 2023 - September 2025)
Financial Adviser @ (December 2020 - August 2023)
Trainee Financial Adviser @ (July 2018 - December 2020)
Business Administrator @ (June 2017 - June 2018)
Marketing Assistant @ (October 2016 - June 2017)
Account Based Marketing Intern @ (June 2015 - August 2015)
Red Zone Specialist @ (September 2014 - January 2015)
Sales Assistant @ (January 2010 - January 2013)

University of Southampton
English BA (Post-colonial texts and children’s literature)
2013-2016
John Hampden Grammar School 2005-2012
Chartered Insurance Institute
Grade: Advanced Diploma in Financial Planning

Josh Collis, based in London, GB, is currently a Chartered Financial Planner at Westminster Wealth Management. Josh Collis brings experience from previous roles at Kirk Rice Accountants and Courtiers. Josh Collis holds a 2013 - 2016 English BA in Post-colonial texts and children’s literature @ University of Southampton. Josh Collis has 1 emails on RocketReach.